Our Services

Crest Accounting

Personal Accounting

Since 1973, Crest Accountants have enabled individuals and families to nurture financial success, security and peace of mind through our expert accounting services and financial advice. We’re a family practice with clients who value close relationships and direct accountant contact; although we know your Tax File Number, we’ll never treat you like one.

We go well beyond numbers with accounting and taxation specialists who provide expert advice in a transparent relationship built on personal trust. Through generations of client success stories, our accounting team has honed a system that delivers practical wealth solutions backed by personal peace of mind.

  • Tax returns
  • Asset protection
  • Estate planning
  • Rental properties

Business Accounting

Crest Accountants have been in partnership with established businesses across a broad range of industry for over 30 years. In fact, just like our personal clients, we treat business clients just like extended family. The implicit business trust we develop is testament by the prosperous operational results they achieve. We work with executive management to develop financial strategies and governance systems that maximise return on investment through efficient workplace practices. Clients see us as an internal department that provides them with premium external advice.

  • Bookkeeping
  • Business Activity Statements
  • Capital Gains Tax
  • Fringe Benefits Tax
  • Income Tax Returns
  • Business asset protection
  • Cash flow forecasts
  • Business structuring
  • Succession and estate planning

Specialist Accounting Services

Crest Accountants have been in partnership with a number of specialist industries for over 30 years. We’ve developed core teams that offer specialist accounting advice for companies operating in specific business sectors requiring simple solutions to a complex financial space. There is a mountain of industry, government and legislative financial knowledge to understand in certain fields and through decades of upskilled experience, our teams have it covered across the Superannuation, Medical and Building and Construction industries.

  • Self Managed Super Funds
  • Medical
  • Building and construction
  • Import and export
  • Property developers
  • Wholesale and retail
  • Child care centres

We make a real financial difference to the lives of our clients and to the legacy of their generations to come.

Crest Wealth

Personal Wealth

Crest Wealth is a boutique firm of experienced Financial Planners who work with clients to grow and protect their personal assets & Wealth. Our specialist advisors assist clients all over Australia to achieve their personal & financial goals. Whether it’s protecting wealth, planning for retirement, giving specialist investment advice or setting up a self-managed super fund, Crest formulates an easy to understand financial plan to guide you. Crest also understand things change – we therefore provide proactive, regular and updated advice to clients to ensure their results are maximised.

  • Retirement planning
  • Wealth management and investments
  • Superannuation and SMSF
  • Life and income protection insurance

Business Wealth

We understand the passion and dedication it takes to run a successful business; be it big or small. Our wealth advisors are committed to working side-by-side with business owners to ensure their hard work is maximised. We invest the time and expertise to comprehensively bring together their business and personal situation to maximise long term financial security.

  • Tax reduction strategies
  • Wealth management and investments
  • Key man & buy sell insurance
  • Corporate superannuation for employees

Specialist Wealth Services

Our boutique firm has serviced clients with specific wealth management needs due to their successful personal or professional financial position in the world. Many clients with high net worth seek ongoing advice to manage their complex asset portfolio in sustaining and growing its market value while setting in place a robust wealth succession plan for loved ones in future.

  • Doctors and medical professionals
  • High net worth families and individuals

Crest Lending

Personal Lending

Crest Lending was established to service our existing clients so they didn’t have to go elsewhere to source home loans and personal finance. Our clients have found it reassuring to stay in-house knowing we offer an end to end solution. Our specialist mortgage brokers source the most suitable loan and manage this process end to end from application through to settlement for clients, Australia wide. Our speciality ranges from basic home loans through to complex financing structures such as property development funding.

  • Home loans
  • Car, boat, caravan loans
  • Refinance
  • Debt consolidation
  • Margin lending

Business Lending

Crest Business Lending was introduced to support clients wanting to maximise business performance and growth through a new capital injection. Our brokers offer a suite of business loan products that can be tailored to meet the needs of specific business goals. With their expert advice and hands on service, clients can rely on the full Crest business experience with one dedicated manager at their direct service – day in, day out.

  • Business loans
  • Commercial property lending
  • Property development
  • Equipment finance

Specialist Lending Services

Our boutique firm of exceptional brokers focus on two areas of specialist lending services due to a natural flow on effect from other areas of our business. These industries include:

  • Self Managed Superannuation
  • Medical

PARTNERS for Generations.

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